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CHRISTIANA CARE 403(B) PLAN 401k Plan overview

Plan NameCHRISTIANA CARE 403(B) PLAN
Plan identification number 002

CHRISTIANA CARE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHRISTIANA CARE HEALTH SYSTEMS, INC has sponsored the creation of one or more 401k plans.

Company Name:CHRISTIANA CARE HEALTH SYSTEMS, INC
Employer identification number (EIN):510103684
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHRISTIANA CARE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHRISTOPHER COWAN
0022016-01-01THOMAS CORRIGAN
0022015-01-01AUDREY VAN LUVEN
0022014-01-01AUDREY VAN LUVEN
0022013-01-01AUDREY VAN LUVEN
0022012-01-01AUDREY VAN LUVEN
0022011-01-01AUDREY VAN LUVEN
0022010-01-01AUDREY VAN LUVEN
0022009-01-01AUDREY VAN LUVEN

Plan Statistics for CHRISTIANA CARE 403(B) PLAN

401k plan membership statisitcs for CHRISTIANA CARE 403(B) PLAN

Measure Date Value
2022: CHRISTIANA CARE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0117,700
Total number of active participants reported on line 7a of the Form 55002022-01-0113,834
Number of retired or separated participants receiving benefits2022-01-01395
Number of other retired or separated participants entitled to future benefits2022-01-013,953
Total of all active and inactive participants2022-01-0118,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0173
Total participants2022-01-0118,255
Number of participants with account balances2022-01-0117,078
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01220
2021: CHRISTIANA CARE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0116,667
Total number of active participants reported on line 7a of the Form 55002021-01-0113,222
Number of retired or separated participants receiving benefits2021-01-01372
Number of other retired or separated participants entitled to future benefits2021-01-014,037
Total of all active and inactive participants2021-01-0117,631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0169
Total participants2021-01-0117,700
Number of participants with account balances2021-01-0116,184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01305
2020: CHRISTIANA CARE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0116,342
Total number of active participants reported on line 7a of the Form 55002020-01-0111,965
Number of retired or separated participants receiving benefits2020-01-01278
Number of other retired or separated participants entitled to future benefits2020-01-014,367
Total of all active and inactive participants2020-01-0116,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0157
Total participants2020-01-0116,667
Number of participants with account balances2020-01-0115,351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01171
2019: CHRISTIANA CARE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0115,383
Total number of active participants reported on line 7a of the Form 55002019-01-0112,396
Number of retired or separated participants receiving benefits2019-01-01276
Number of other retired or separated participants entitled to future benefits2019-01-013,617
Total of all active and inactive participants2019-01-0116,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0153
Total participants2019-01-0116,342
Number of participants with account balances2019-01-0114,760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01168
2018: CHRISTIANA CARE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0114,560
Total number of active participants reported on line 7a of the Form 55002018-01-0111,964
Number of retired or separated participants receiving benefits2018-01-01241
Number of other retired or separated participants entitled to future benefits2018-01-013,128
Total of all active and inactive participants2018-01-0115,333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0150
Total participants2018-01-0115,383
Number of participants with account balances2018-01-0113,597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01126
2017: CHRISTIANA CARE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113,535
Total number of active participants reported on line 7a of the Form 55002017-01-0111,680
Number of retired or separated participants receiving benefits2017-01-01201
Number of other retired or separated participants entitled to future benefits2017-01-012,635
Total of all active and inactive participants2017-01-0114,516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0144
Total participants2017-01-0114,560
Number of participants with account balances2017-01-0112,615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01119
2016: CHRISTIANA CARE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0113,207
Total number of active participants reported on line 7a of the Form 55002016-01-0111,313
Number of retired or separated participants receiving benefits2016-01-01172
Number of other retired or separated participants entitled to future benefits2016-01-012,011
Total of all active and inactive participants2016-01-0113,496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0134
Total participants2016-01-0113,530
Number of participants with account balances2016-01-0111,261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0163
2015: CHRISTIANA CARE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112,459
Total number of active participants reported on line 7a of the Form 55002015-01-0111,073
Number of retired or separated participants receiving benefits2015-01-01150
Number of other retired or separated participants entitled to future benefits2015-01-011,954
Total of all active and inactive participants2015-01-0113,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0128
Total participants2015-01-0113,205
Number of participants with account balances2015-01-0110,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0146
2014: CHRISTIANA CARE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0112,184
Total number of active participants reported on line 7a of the Form 55002014-01-0110,838
Number of retired or separated participants receiving benefits2014-01-01116
Number of other retired or separated participants entitled to future benefits2014-01-011,459
Total of all active and inactive participants2014-01-0112,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0126
Total participants2014-01-0112,439
Number of participants with account balances2014-01-018,884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0126
2013: CHRISTIANA CARE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111,939
Total number of active participants reported on line 7a of the Form 55002013-01-0110,770
Number of retired or separated participants receiving benefits2013-01-01104
Number of other retired or separated participants entitled to future benefits2013-01-011,294
Total of all active and inactive participants2013-01-0112,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0116
Total participants2013-01-0112,184
Number of participants with account balances2013-01-018,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0134
2012: CHRISTIANA CARE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114,105
Total number of active participants reported on line 7a of the Form 55002012-01-0110,557
Number of retired or separated participants receiving benefits2012-01-0173
Number of other retired or separated participants entitled to future benefits2012-01-011,295
Total of all active and inactive participants2012-01-0111,925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-0111,939
Number of participants with account balances2012-01-018,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: CHRISTIANA CARE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112,731
Total number of active participants reported on line 7a of the Form 55002011-01-0112,877
Number of retired or separated participants receiving benefits2011-01-0136
Number of other retired or separated participants entitled to future benefits2011-01-011,188
Total of all active and inactive participants2011-01-0114,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-0114,105
Number of participants with account balances2011-01-017,810
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0128
2010: CHRISTIANA CARE 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0111,693
Total number of active participants reported on line 7a of the Form 55002010-01-0111,639
Number of retired or separated participants receiving benefits2010-01-0126
Number of other retired or separated participants entitled to future benefits2010-01-011,061
Total of all active and inactive participants2010-01-0112,726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-0112,731
Number of participants with account balances2010-01-016,885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0125
2009: CHRISTIANA CARE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111,921
Total number of active participants reported on line 7a of the Form 55002009-01-0110,369
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,314
Total of all active and inactive participants2009-01-0111,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0110
Total participants2009-01-0111,693
Number of participants with account balances2009-01-016,848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0130

Financial Data on CHRISTIANA CARE 403(B) PLAN

Measure Date Value
2022 : CHRISTIANA CARE 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-41,037,321
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$116,030,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$113,631,028
Expenses. Certain deemed distributions of participant loans2022-12-31$673,663
Value of total corrective distributions2022-12-31$11,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$136,406,222
Value of total assets at end of year2022-12-31$1,477,012,121
Value of total assets at beginning of year2022-12-31$1,634,080,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,714,667
Total interest from all sources2022-12-31$1,650,181
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$45,228,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$45,228,330
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$89,494,196
Participant contributions at end of year2022-12-31$15,249,811
Participant contributions at beginning of year2022-12-31$16,016,222
Participant contributions at end of year2022-12-31$168,645
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$364,243,230
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$366,474,724
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,279,619
Other income not declared elsewhere2022-12-31$8,775,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-157,068,091
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,477,012,121
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,634,080,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$68,633
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,048,113,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,224,333,105
Interest on participant loans2022-12-31$730,572
Interest earned on other investments2022-12-31$519,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$28,708,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$13,909,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$13,909,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$400,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,264,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,346,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-233,097,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$31,632,407
Employer contributions (assets) at end of year2022-12-31$7,262,949
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$113,631,028
Contract administrator fees2022-12-31$1,646,034
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2022-12-31830414789
2021 : CHRISTIANA CARE 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$312,293,582
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$171,877,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$169,650,508
Expenses. Certain deemed distributions of participant loans2021-12-31$415,342
Value of total corrective distributions2021-12-31$6,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$140,134,768
Value of total assets at end of year2021-12-31$1,634,080,212
Value of total assets at beginning of year2021-12-31$1,493,664,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,804,957
Total interest from all sources2021-12-31$1,355,049
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$56,239,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$56,239,558
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$75,810,681
Participant contributions at end of year2021-12-31$16,016,222
Participant contributions at beginning of year2021-12-31$15,880,416
Assets. Other investments not covered elsewhere at end of year2021-12-31$366,474,724
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$360,696,106
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$48,632,433
Other income not declared elsewhere2021-12-31$11,565,376
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$69,883,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$140,415,847
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,634,080,212
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,493,664,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$93,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,224,333,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,020,000,169
Interest on participant loans2021-12-31$821,849
Interest earned on other investments2021-12-31$528,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$13,909,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$13,820,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$13,820,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$4,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,346,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,383,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$102,998,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$15,691,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$169,650,508
Contract administrator fees2021-12-31$1,711,754
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WHISMAN GIORDANO & ASSOCIATES, LLC
Accountancy firm EIN2021-12-31203934956
2020 : CHRISTIANA CARE 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$69,883,492
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$299,834,045
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$116,219,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$114,321,481
Expenses. Certain deemed distributions of participant loans2020-12-31$749,908
Value of total corrective distributions2020-12-31$15,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$156,020,026
Value of total assets at end of year2020-12-31$1,493,664,365
Value of total assets at beginning of year2020-12-31$1,240,166,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,132,938
Total interest from all sources2020-12-31$1,446,189
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$23,465,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$23,465,367
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$68,200,634
Participant contributions at end of year2020-12-31$15,880,416
Participant contributions at beginning of year2020-12-31$16,434,322
Assets. Other investments not covered elsewhere at end of year2020-12-31$360,696,106
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$295,414,411
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$74,815,692
Other income not declared elsewhere2020-12-31$10,488,438
Total non interest bearing cash at end of year2020-12-31$69,883,492
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$183,614,203
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,493,664,365
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,240,166,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$86,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,020,000,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$898,096,974
Interest on participant loans2020-12-31$854,210
Interest earned on other investments2020-12-31$528,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$13,820,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$12,403,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$12,403,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$63,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,383,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,274,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$108,414,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$13,003,700
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$4,543,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$114,321,481
Contract administrator fees2020-12-31$1,046,927
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WHISMAN GIORDANO & ASSOCIATES, LLC
Accountancy firm EIN2020-12-31203934956
2019 : CHRISTIANA CARE 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$286,942,278
Total income from all sources (including contributions)2019-12-31$286,942,278
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$83,840,572
Total of all expenses incurred2019-12-31$83,840,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$81,653,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$81,653,763
Expenses. Certain deemed distributions of participant loans2019-12-31$756,637
Expenses. Certain deemed distributions of participant loans2019-12-31$756,637
Value of total corrective distributions2019-12-31$14,070
Value of total corrective distributions2019-12-31$14,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$110,666,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$110,666,340
Value of total assets at end of year2019-12-31$1,240,166,670
Value of total assets at beginning of year2019-12-31$1,037,064,964
Value of total assets at beginning of year2019-12-31$1,037,064,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,416,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,416,102
Total interest from all sources2019-12-31$1,594,262
Total interest from all sources2019-12-31$1,594,262
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$26,315,045
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$26,315,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$26,315,045
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$26,315,045
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$63,697,750
Contributions received from participants2019-12-31$63,697,750
Participant contributions at end of year2019-12-31$16,434,322
Participant contributions at end of year2019-12-31$16,434,322
Participant contributions at beginning of year2019-12-31$15,481,310
Participant contributions at beginning of year2019-12-31$15,481,310
Assets. Other investments not covered elsewhere at end of year2019-12-31$295,414,411
Assets. Other investments not covered elsewhere at end of year2019-12-31$295,414,411
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$288,699,711
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$288,699,711
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$28,198,129
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$28,198,129
Other income not declared elsewhere2019-12-31$10,187,949
Other income not declared elsewhere2019-12-31$10,187,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$203,101,706
Value of net income/loss2019-12-31$203,101,706
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,240,166,670
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,240,166,670
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,037,064,964
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,037,064,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$69,827
Investment advisory and management fees2019-12-31$69,827
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$898,096,974
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$898,096,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$705,325,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$705,325,030
Interest on participant loans2019-12-31$825,323
Interest on participant loans2019-12-31$825,323
Interest earned on other investments2019-12-31$544,006
Interest earned on other investments2019-12-31$544,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12,403,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$12,403,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,661,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,661,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,661,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,661,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$224,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$224,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,274,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,274,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,646,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,646,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$138,178,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$138,178,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$18,770,461
Contributions received in cash from employer2019-12-31$18,770,461
Employer contributions (assets) at end of year2019-12-31$4,543,595
Employer contributions (assets) at end of year2019-12-31$4,543,595
Employer contributions (assets) at beginning of year2019-12-31$4,251,473
Employer contributions (assets) at beginning of year2019-12-31$4,251,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$81,653,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$81,653,763
Contract administrator fees2019-12-31$1,346,275
Contract administrator fees2019-12-31$1,346,275
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WHISMAN GIORDANO & ASSOCIATES, LLC
Accountancy firm EIN2019-12-31203934956
Accountancy firm EIN2019-12-31203934956
2018 : CHRISTIANA CARE 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$81,608,481
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$80,758,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$78,611,529
Expenses. Certain deemed distributions of participant loans2018-12-31$698,658
Value of total corrective distributions2018-12-31$11,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$114,309,972
Value of total assets at end of year2018-12-31$1,037,064,964
Value of total assets at beginning of year2018-12-31$1,036,214,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,436,831
Total interest from all sources2018-12-31$1,390,355
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$32,233,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$32,233,447
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$54,700,486
Participant contributions at end of year2018-12-31$15,481,310
Participant contributions at beginning of year2018-12-31$13,453,392
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$3,781,874
Assets. Other investments not covered elsewhere at end of year2018-12-31$288,699,711
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$274,376,492
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$38,319,452
Other income not declared elsewhere2018-12-31$7,599,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$850,414
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,037,064,964
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,036,214,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$199,171
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$705,325,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$717,895,019
Interest on participant loans2018-12-31$626,428
Interest earned on other investments2018-12-31$556,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,661,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$12,641,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$12,641,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$207,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,646,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$14,066,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-73,924,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$21,290,034
Employer contributions (assets) at end of year2018-12-31$4,251,473
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$78,611,529
Contract administrator fees2018-12-31$1,237,660
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WHISMAN GIORDANO & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31203934956
2017 : CHRISTIANA CARE 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$220,215,564
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$65,929,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$63,915,756
Expenses. Certain deemed distributions of participant loans2017-12-31$670,466
Value of total corrective distributions2017-12-31$11,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$108,519,715
Value of total assets at end of year2017-12-31$1,036,214,550
Value of total assets at beginning of year2017-12-31$881,928,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,331,713
Total interest from all sources2017-12-31$1,225,696
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$29,765,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$29,765,211
Administrative expenses professional fees incurred2017-12-31$2,281
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$49,317,571
Participant contributions at end of year2017-12-31$13,453,392
Participant contributions at beginning of year2017-12-31$12,949,555
Participant contributions at end of year2017-12-31$3,781,874
Participant contributions at beginning of year2017-12-31$3,414,737
Assets. Other investments not covered elsewhere at end of year2017-12-31$274,376,492
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$245,207,927
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$39,767,452
Other income not declared elsewhere2017-12-31$8,901,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$154,286,538
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,036,214,550
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$881,928,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$79,924
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$717,895,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$586,959,615
Interest on participant loans2017-12-31$522,128
Interest earned on other investments2017-12-31$573,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$12,641,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$18,817,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$18,817,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$130,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$14,066,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$14,578,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$71,803,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$19,434,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$63,915,756
Contract administrator fees2017-12-31$1,249,508
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WHISMAN GIORDANO & ASSOCIATES, LLC
Accountancy firm EIN2017-12-31203934956
2016 : CHRISTIANA CARE 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$139,295,110
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$50,423,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$49,338,866
Expenses. Certain deemed distributions of participant loans2016-12-31$755,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$84,115,989
Value of total assets at end of year2016-12-31$881,928,012
Value of total assets at beginning of year2016-12-31$793,056,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$329,795
Total interest from all sources2016-12-31$1,115,170
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$16,364,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$16,364,335
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$47,310,633
Participant contributions at end of year2016-12-31$12,949,555
Participant contributions at beginning of year2016-12-31$12,073,462
Participant contributions at end of year2016-12-31$3,414,737
Participant contributions at beginning of year2016-12-31$3,921,760
Assets. Other investments not covered elsewhere at end of year2016-12-31$245,207,927
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$227,570,058
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,543,069
Other income not declared elsewhere2016-12-31$7,239,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$88,871,331
Value of net assets at end of year (total assets less liabilities)2016-12-31$881,928,012
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$793,056,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$50,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$586,959,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$517,009,192
Interest on participant loans2016-12-31$465,568
Interest earned on other investments2016-12-31$584,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$18,817,512
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$17,664,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$17,664,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$64,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$14,578,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,817,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$30,460,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$14,262,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$49,338,866
Contract administrator fees2016-12-31$279,335
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WHISMAN GIORDANO & ASSOCIATES, LLC
Accountancy firm EIN2016-12-31203934956
2015 : CHRISTIANA CARE 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$96,614,448
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$51,129,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$50,432,983
Expenses. Certain deemed distributions of participant loans2015-12-31$551,197
Value of total corrective distributions2015-12-31$1,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$87,061,852
Value of total assets at end of year2015-12-31$793,056,681
Value of total assets at beginning of year2015-12-31$747,571,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$143,276
Total interest from all sources2015-12-31$1,048,013
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$23,616,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$23,616,710
Administrative expenses professional fees incurred2015-12-31$23,890
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$46,834,032
Participant contributions at end of year2015-12-31$12,073,462
Participant contributions at beginning of year2015-12-31$10,859,689
Participant contributions at end of year2015-12-31$3,921,760
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$227,570,058
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$7,851,250
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$27,118,598
Other income not declared elsewhere2015-12-31$6,270,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$45,485,111
Value of net assets at end of year (total assets less liabilities)2015-12-31$793,056,681
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$747,571,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$45,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$517,009,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$505,963,686
Interest on participant loans2015-12-31$428,786
Interest earned on other investments2015-12-31$610,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$17,664,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,419,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,419,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$9,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,817,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$209,477,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-21,383,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$13,109,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$50,432,983
Contract administrator fees2015-12-31$74,066
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WHISMAN GIORDANO
Accountancy firm EIN2015-12-31203934956
2014 : CHRISTIANA CARE 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$106,646,097
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$36,548,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$35,738,768
Expenses. Certain deemed distributions of participant loans2014-12-31$589,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$63,661,990
Value of total assets at end of year2014-12-31$747,571,570
Value of total assets at beginning of year2014-12-31$677,473,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$219,718
Total interest from all sources2014-12-31$6,585,539
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$27,176,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$27,176,981
Administrative expenses professional fees incurred2014-12-31$43,414
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$38,549,792
Participant contributions at end of year2014-12-31$10,859,689
Participant contributions at beginning of year2014-12-31$9,996,024
Assets. Other investments not covered elsewhere at end of year2014-12-31$7,851,250
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$5,855,392
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,309,722
Other income not declared elsewhere2014-12-31$534,829
Administrative expenses (other) incurred2014-12-31$862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$70,097,776
Value of net assets at end of year (total assets less liabilities)2014-12-31$747,571,570
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$677,473,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$110,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$505,963,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$451,860,628
Interest on participant loans2014-12-31$380,975
Interest earned on other investments2014-12-31$6,199,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,419,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$10,687,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$10,687,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$209,477,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$195,835,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$8,686,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$8,802,476
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$3,239,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$35,738,768
Contract administrator fees2014-12-31$65,122
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WHISMAN GIORDANO
Accountancy firm EIN2014-12-31203934956
2013 : CHRISTIANA CARE 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$159,386,898
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$36,864,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$35,636,583
Expenses. Certain deemed distributions of participant loans2013-12-31$1,119,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$75,698,691
Value of total assets at end of year2013-12-31$677,473,794
Value of total assets at beginning of year2013-12-31$554,951,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$108,669
Total interest from all sources2013-12-31$6,078,067
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$20,399,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$20,399,732
Administrative expenses professional fees incurred2013-12-31$55,930
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$33,196,568
Participant contributions at end of year2013-12-31$9,996,024
Participant contributions at beginning of year2013-12-31$8,354,166
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$2,969,847
Assets. Other investments not covered elsewhere at end of year2013-12-31$5,855,392
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,661,135
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$28,065,105
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,220,664
Other income not declared elsewhere2013-12-31$728,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$122,522,446
Value of net assets at end of year (total assets less liabilities)2013-12-31$677,473,794
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$554,951,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$13,018
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$451,860,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$355,461,588
Interest on participant loans2013-12-31$321,532
Interest earned on other investments2013-12-31$5,755,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$10,687,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,640,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,640,456
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$195,835,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$181,643,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$56,481,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$14,437,018
Employer contributions (assets) at end of year2013-12-31$3,239,195
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$35,636,583
Contract administrator fees2013-12-31$39,721
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WHISMAN GIORDANO
Accountancy firm EIN2013-12-31203934956
2012 : CHRISTIANA CARE 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$3,275,240
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$565,426
Total income from all sources (including contributions)2012-12-31$108,098,147
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$30,806,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$29,050,983
Expenses. Certain deemed distributions of participant loans2012-12-31$1,327,472
Value of total corrective distributions2012-12-31$41
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$58,164,424
Value of total assets at end of year2012-12-31$554,951,348
Value of total assets at beginning of year2012-12-31$474,950,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$428,313
Total interest from all sources2012-12-31$5,738,519
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$11,802,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$11,802,924
Administrative expenses professional fees incurred2012-12-31$292,722
Was this plan covered by a fidelity bond2012-12-31No
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$30,474,097
Participant contributions at end of year2012-12-31$8,354,166
Participant contributions at beginning of year2012-12-31$8,032,819
Participant contributions at end of year2012-12-31$2,969,847
Participant contributions at beginning of year2012-12-31$3,428,091
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,661,135
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$14,653
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,457,562
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,220,664
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$573,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$565,426
Other income not declared elsewhere2012-12-31$382,546
Total non interest bearing cash at beginning of year2012-12-31$1,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$77,291,338
Value of net assets at end of year (total assets less liabilities)2012-12-31$554,951,348
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$474,384,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$34,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$355,461,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$306,272,272
Interest on participant loans2012-12-31$249,940
Interest earned on other investments2012-12-31$5,488,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,640,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,059,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,059,189
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$181,643,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$153,568,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$32,009,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$13,232,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$29,050,983
Contract administrator fees2012-12-31$101,518
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WHISMAN GIORDANO
Accountancy firm EIN2012-12-31203934956
2011 : CHRISTIANA CARE 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$565,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$606,259
Total income from all sources (including contributions)2011-12-31$51,210,672
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$25,660,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$25,591,543
Expenses. Certain deemed distributions of participant loans2011-12-31$1,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$52,217,119
Value of total assets at end of year2011-12-31$474,950,196
Value of total assets at beginning of year2011-12-31$449,440,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$67,042
Total interest from all sources2011-12-31$4,663,876
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,511,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$9,511,041
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$28,198,662
Participant contributions at end of year2011-12-31$8,032,819
Participant contributions at beginning of year2011-12-31$7,193,450
Participant contributions at end of year2011-12-31$3,428,091
Participant contributions at beginning of year2011-12-31$3,236,681
Assets. Other investments not covered elsewhere at end of year2011-12-31$14,653
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,684,668
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$573,020
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$625,470
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$565,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$606,259
Other income not declared elsewhere2011-12-31$-92
Administrative expenses (other) incurred2011-12-31$5,828
Total non interest bearing cash at end of year2011-12-31$1,818
Total non interest bearing cash at beginning of year2011-12-31$184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$25,550,370
Value of net assets at end of year (total assets less liabilities)2011-12-31$474,384,770
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$448,834,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$306,272,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$308,060,225
Interest on participant loans2011-12-31$234,284
Interest earned on other investments2011-12-31$4,428,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,059,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,998,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,998,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$153,568,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$127,311,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-15,181,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$12,333,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$25,591,543
Contract administrator fees2011-12-31$61,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$14,796
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WHISMAN GIORDANO
Accountancy firm EIN2011-12-31203934956
2010 : CHRISTIANA CARE 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$606,259
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$616,481
Total income from all sources (including contributions)2010-12-31$85,831,335
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$21,801,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$21,681,592
Expenses. Certain deemed distributions of participant loans2010-12-31$43,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$43,866,233
Value of total assets at end of year2010-12-31$449,440,659
Value of total assets at beginning of year2010-12-31$385,420,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$75,950
Total interest from all sources2010-12-31$4,200,961
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,410,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$8,410,939
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$28,509,569
Participant contributions at end of year2010-12-31$7,193,450
Participant contributions at beginning of year2010-12-31$6,210,336
Participant contributions at end of year2010-12-31$3,236,681
Participant contributions at beginning of year2010-12-31$846,459
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,923,632
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$625,470
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$626,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$606,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$616,481
Other income not declared elsewhere2010-12-31$-639
Administrative expenses (other) incurred2010-12-31$17,957
Total non interest bearing cash at end of year2010-12-31$184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$64,030,075
Value of net assets at end of year (total assets less liabilities)2010-12-31$448,834,400
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$384,804,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$308,060,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$253,923,533
Interest on participant loans2010-12-31$186,987
Interest earned on other investments2010-12-31$4,012,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,998,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,488,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,488,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$127,311,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$118,311,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$29,353,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$11,433,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$21,681,592
Contract administrator fees2010-12-31$57,993
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$14,796
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$13,611
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WHISMAN GIORDANO
Accountancy firm EIN2010-12-31203934956
2009 : CHRISTIANA CARE 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHRISTIANA CARE 403(B) PLAN

2022: CHRISTIANA CARE 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHRISTIANA CARE 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHRISTIANA CARE 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHRISTIANA CARE 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHRISTIANA CARE 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHRISTIANA CARE 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHRISTIANA CARE 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHRISTIANA CARE 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHRISTIANA CARE 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHRISTIANA CARE 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHRISTIANA CARE 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHRISTIANA CARE 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHRISTIANA CARE 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHRISTIANA CARE 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891007+006
Policy instance 3
Insurance contract or identification number891007+006
Number of Individuals Covered212
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR08208
Policy instance 2
Insurance contract or identification numberCR08208
Number of Individuals Covered355
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $38,093
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,093
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893745-007
Policy instance 1
Insurance contract or identification number893745-007
Number of Individuals Covered11011
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891007+006
Policy instance 3
Insurance contract or identification number891007+006
Number of Individuals Covered223
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR08208
Policy instance 2
Insurance contract or identification numberCR08208
Number of Individuals Covered370
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $33,572
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,572
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893745-007
Policy instance 1
Insurance contract or identification number893745-007
Number of Individuals Covered10760
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893745-007
Policy instance 1
Insurance contract or identification number893745-007
Number of Individuals Covered10356
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR08208
Policy instance 2
Insurance contract or identification numberCR08208
Number of Individuals Covered393
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $37,562
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,562
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891007+006
Policy instance 3
Insurance contract or identification number891007+006
Number of Individuals Covered237
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891007+006
Policy instance 3
Insurance contract or identification number891007+006
Number of Individuals Covered253
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR08208
Policy instance 2
Insurance contract or identification numberCR08208
Number of Individuals Covered421
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $40,218
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,218
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893745-007
Policy instance 1
Insurance contract or identification number893745-007
Number of Individuals Covered8741
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891007+006
Policy instance 3
Insurance contract or identification number891007+006
Number of Individuals Covered267
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR08208
Policy instance 2
Insurance contract or identification numberCR08208
Number of Individuals Covered447
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $41,466
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,466
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893745-007
Policy instance 1
Insurance contract or identification number893745-007
Number of Individuals Covered8558
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891007+006
Policy instance 3
Insurance contract or identification number891007+006
Number of Individuals Covered286
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR08208
Policy instance 2
Insurance contract or identification numberCR08208
Number of Individuals Covered471
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $27,711
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,711
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893745-007
Policy instance 1
Insurance contract or identification number893745-007
Number of Individuals Covered8421
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893745-007
Policy instance 1
Insurance contract or identification number893745-007
Number of Individuals Covered6882
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891007+006
Policy instance 3
Insurance contract or identification number891007+006
Number of Individuals Covered328
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR08208
Policy instance 2
Insurance contract or identification numberCR08208
Number of Individuals Covered527
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $729
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $729
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893745-007
Policy instance 1
Insurance contract or identification number893745-007
Number of Individuals Covered6793
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR08208
Policy instance 2
Insurance contract or identification numberCR08208
Number of Individuals Covered566
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $174
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $174
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891007+006
Policy instance 3
Insurance contract or identification number891007+006
Number of Individuals Covered354
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893745-007
Policy instance 1
Insurance contract or identification number893745-007
Number of Individuals Covered6554
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR08208
Policy instance 2
Insurance contract or identification numberCR08208
Number of Individuals Covered610
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $158
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $158
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891007+006
Policy instance 3
Insurance contract or identification number891007+006
Number of Individuals Covered375
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893097-007
Policy instance 1
Insurance contract or identification number893097-007
Number of Individuals Covered7362
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR08208
Policy instance 2
Insurance contract or identification numberCR08208
Number of Individuals Covered647
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $932
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $932
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891007+006
Policy instance 3
Insurance contract or identification number891007+006
Number of Individuals Covered405
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR08208
Policy instance 2
Insurance contract or identification numberCR08208
Number of Individuals Covered1150
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893097-007
Policy instance 1
Insurance contract or identification number893097-007
Number of Individuals Covered6474
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR08208
Policy instance 2
Insurance contract or identification numberCR08208
Number of Individuals Covered1237
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893097-007
Policy instance 1
Insurance contract or identification number893097-007
Number of Individuals Covered6093
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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